Seasonal Tax Associate - Client-Focused, Training-Fueled

H&R Block, Inc.; Rushville (IN); On-site; USD 19,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate in Indiana for an in-person role. You will start with comprehensive training and work directly with clients to gather information, prepare tax returns, and answer questions.

Meet with clients to understand tax situations, identify savings opportunities, and explain tax concepts clearly. Hours typically range from 15 to 35 per week, with occasional up to 40 hours during peak periods, including evenings and weekends.

Qualifications

• Experience interacting with customers in a service environment.
• Strong communication skills to explain information clearly.
• Problem-solving with ability to organize information and propose solutions.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Address questions or unique situations with guidance and resources.
• Build strong client relationships and support office priorities.

Skills

Customer service experience

Clear communication

Problem solving

AI tools familiarity

Education

High school diploma / GED/ equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate in Indiana for an in-person role. You will start with comprehensive training and work directly with clients to gather information, prepare tax returns, and answer questions.

Meet with clients to understand tax situations, identify savings opportunities, and explain tax concepts clearly. Hours typically range from 15 to 35 per week, with occasional up to 40 hours during peak periods, including evenings and weekends.